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How do I start the pre-approval process?

Once you have added one or more pre-approvers, you can start the pre-approval process.

1. Create a resolution. If you need help, see the FAQ on creating resolutions.

2. Optionally, send the draft resolution for review. If you skip this step, you can proceed directly to pre-approval.

3. Click Start Pre-Approval.

4. Review the list of pre-approvers and their email addresses, then click Confirm.

  • If you need to update the pre-approvers or their email addresses, return to the committee settings. For more information, see the FAQ on adding pre-approvers.

5. Once confirmed, the resolution status changes to Pre-Approval Pending, and the pre-approvers receive an email notification containing your message and a request for pre-approval. 

6. Each pre-approver can open the resolution from the email and choose to:

  • Approve the resolution
  • Reject the resolution
  • Add comments explaining their decision

7. After all responses have been received:

  • If all pre-approvers approve the resolution, the initiator is notified and can proceed to the signing process.
  • If any pre-approver rejects the resolution, the initiator is notified, can review the comments, revise the resolution if necessary, and restart the pre-approval process.

 

 

 

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